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How Regular Families Could Be Affected if Tax Cuts Expire
You don’t have to have a large estate to see a significant impact on your taxes once provisions in the 2017 Tax Cuts and Jobs Act sunset (if Congress doesn’t act).
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Do You Have at Least $1 Million in Tax-Deferred Investments?
If the answer is yes, then this article is for you. Find out how you can keep more of that $1 million for yourself and away from Uncle Sam.
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A Few Year-End Tax Moves to Make by New Year’s Eve
Tax Planning Before you ring in the new year, consider some year-end tax strategies that can reduce your tax liability.
Tax Planning -
Three Ways to Make the Most of Your Year-End Giving
Understanding how to maximize your charitable donations can help you stay on budget and help the causes you are passionate about.
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Four Tips to Keep Your Wealth Transfer on Track
Incorporating family legacy planning into your financial plan is crucial to ensure the next generation knows how to serve as good stewards of the family’s wealth.
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Three Ways You Can Cut the Tax Stress of RMDs
You have to take them, but there are strategies you can apply to prevent required minimum distributions (RMDs) from stressing you out in retirement.
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Five Overlooked Factors When Planning for Retirement
Not only can taxes, inflation and health care costs catch you unprepared in retirement, but so can the costs of supporting others and paying for the fun stuff.
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If You Give to Charity, ‘Bunching’ Could Save You Thousands
This simple tax strategy, using a donor-advised fund (DAF), lets taxpayers who don’t normally qualify for itemized deductions access the charitable deduction.
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'Tis the Season for Charitable Giving's Many Benefits
Giving to charity can bring together multiple generations during the holidays to learn about the family’s values. And, of course, there are tax breaks…
